新報告揭示美國晶片業對中國的依賴
New report shows US chip industry's reliance on China
一份新報告指出，供應美國晶片製造商的設備和材料中逾 5% 來自中國；中國亦擁有製造半導體所需稀土的約 90%。這些數字凸顯美國科技業對中國存在結構性依賴，也反映建立針對北京的材料及軟件防火牆並不容易。美國科技初創生態亦依賴較便宜的中國開源 AI；特朗普政府考慮禁用時，近 300 家美國企業曾發聲。
More than 5% of equipment and materials supplied to US chipmakers originate in China, which also possesses some 90% of the rare earths required to manufacture semiconductors, a new report showed.
The figures highlight the structural reliance of US tech on China, and the difficulties of erecting a materials and software firewall against Beijing. “We’re so deeply intertwined,” Brookings’ AI specialist Kyle Chan told The Washington Post: “There’s a lot of actual dependency.”
Beyond materials, the US tech startup ecosystem also relies on cheaper, open-source Chinese AI, so much that when the Trump administration considered banning it, nearly 300 US firms spoke out — marking “the moment open intelligence itself becomes a geopolitical dependency,” an analyst wrote.
來源：Semafor · semafor.com